Peak Retirement Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Peak Retirement Planning’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$359K	Buy	11,317 +480	+4%	+$15.2K	0.06%	126
2026 Q1	$332K	Buy	10,837 +83	+0.8%	+$2.52K	0.07%	118
2025 Q4	$295K	Sell	10,754 -3,794	-26%	-$103K	0.07%	123
2025 Q3	$397K	Buy	14,548 +5,866	+68%	+$160K	0.11%	103
2025 Q2	$230K	Buy	+8,682	New	+$227K	0.09%	116

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Peak Retirement Planning's SCHD Position: Q2 2026 in Review

Peak Retirement Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.4% in Q2 2026, buying an estimated $15.2K and bringing the position to 11,317 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #126.

Peak Retirement Planning first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $397K in Q3 2025. 2,124 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Peak Retirement Planning held 11,317 shares of Schwab US Dividend Equity ETF worth $359K as of Q2 2026.
Peak Retirement Planning bought 480 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $15.2K.
Schwab US Dividend Equity ETF made up 0.06% of Peak Retirement Planning's portfolio in Q2 2026, its #126 holding.
Peak Retirement Planning first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
Peak Retirement Planning's Schwab US Dividend Equity ETF position peaked at $397K in Q3 2025.
2,124 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.